Small Business Trends

Small Business Trends

Financial-Planning.com

Financial-Planning.com

Financial-Planning.com

Financial-Planning.com: "www.healthsavingsaccount-hsa.com"

Look here for possible CE

Financial-Planning.com

Financial-Planning.com

Very clear - copying the text in case thread gets archived:

The order of distributions from a ROTH IRA is:
1) Regular contributions.
2) Conversion contributions on a fifo basis.
3) Earnings on contributions.

Once the Roth has been in existance for 5 years you can withdraw any regular contributions without penalty. Even contributions made the previous year.  (Actually you can do this at any time)

Each conversion contribution starts its own 5 year clock (which is why the money is considered to come out in fifo style). Once a particular conversion contribution is five years past those funds can then be withdrawn without penalty.

Hope that clears the confusion for you.

David

The Cambridge Alliance - Errors and Omissions Insurance

The Cambridge Alliance - Errors and Omissions Insurance

Visa USA and the Girl Scouts Create Money Management Resources for Young Girls

Visa USA and the Girl Scouts Create Money Management Resources for Young Girls

Add to WISER presentation.

Independent Sector

Independent Sector

Sarb-ox for non-profits. PDF files

Father of the 401(k) Has Another Child: Ted Benna forms new third-party administrator aimed at financial advisers in the 401(k) market.

Father of the 401(k) Has Another Child: Ted Benna forms new third-party administrator aimed at financial advisers in the 401(k) market.

A 401(k) solution for small employers ($250,000 - $3 mil)and small fund companies who cannot otherwise afford a platform. It is an open platform wherein the advisor can create a menu of funds with this firm providing administration.

SIF Research: 1999 Trends Report

SIF Research: 1999 Trends Report

Back up here on the socially responsible investing part of the Mutual Funds 101 presentation.

ICI Mutual Fund Connection Home Page

ICI Mutual Fund Connection Home Page

Investment Company Institute

Fool.com: Job Description [Work at The Motley Fool]

Fool.com: Job Description [Work at The Motley Fool]

Application page

Choose A Benefit Calculator

Choose A Benefit Calculator

SS calculators from the SSA. Various degrees of detail involved. Statements come 3 months before your birthday.

Bloomberg.com: Bloomberg Columnists

Bloomberg.com: Bloomberg Columnists

Details on rates and loans/financing.

The Tug of War Over Interest Rates: Don�t look now � but that nearly free ride may soon end.

The Tug of War Over Interest Rates: Don�t look now � but that nearly free ride may soon end.

The Higher Education Act is up for renewal. There are two major proposals - the first repeals the requirement that borrower must look to existing lenders to consolidate loans. The second may force borrowers into floating rate loans only - ending fixed rate loans just when rates are set to go up.

Court Ruling Scores a Victory for Family Businesses: Kimbell case revitalizes family limited partnerships.

Court Ruling Scores a Victory for Family Businesses: Kimbell case revitalizes family limited partnerships.

FLP's upheld.

U.S. Treasury - Daily Treasury Yield Curve

U.S. Treasury - Daily Treasury Yield Curve

Real CMT rates available here. Also available from here are nominal CMTs, history and Aa weekly.